Sample report
Harbourline Group (example)
A made-up Asian shipping and logistics group, so you can see what you would get. Every name and number on this page is illustrative.
Part 1: the free snapshot
50 / 100
Overall readiness (illustration).
- Broker pay transparency20
- Time since last tender and contract terms30
- Service and claims experience55
- Programme and data readiness45
- Governance70
- Market conditions80
Top three gaps
Harbourline may not know what its broker earns.
Without a full written list, it cannot judge whether the price it pays for the service is fair.
The broker arrangement may be overdue for a look.
It has been over five years since a tender, and the notice period is long.
Programme information sits with the broker.
That makes it harder to compare offers or to move.
Key dates (renewal July 2027, illustration)
- Start your tender by
- October 2026
- Latest safe start
- January 2027
- Appoint your broker by
- March 2027
Part 2: excerpts from the paid pack
The USD 4,888 Diagnostic & Tender Pack runs to about 20 to 30 pages. These are short extracts.
Broker pay map
| Layer of income | Disclosed to Harbourline? | Indicative range |
|---|---|---|
| Base commission | No | Discussed in review |
| Fees | Partly | Discussed in review |
| Contingent and profit commission | No | Discussed in review |
| Facility and binder income | Not known | Discussed in review |
| Service agreements | Partly | Discussed in review |
| Affiliate income | Not known | Discussed in review |
Where we hold no sourced range, the pack says “Discussed in review”. It never fills the gap with an invented figure.
Proposed long list
Proposed from published capability, not a ranking. Listed alphabetically.
- Aon
- Gallagher
- Howden
- Lockton
- Marsh
- WTW
In a real pack each name carries capability tags, any local licensed partner and a last-reviewed date.
Weighted scorecard (default weights, adjustable)
| Criterion | Weight |
|---|---|
| Team and service | 20 |
| Placement capability | 20 |
| Claims advocacy | 15 |
| Remuneration and transparency | 20 |
| Programme management and data | 10 |
| Risk insight | 10 |
| Transition | 5 |
| Total | 100 |
Taster: presentation-day script and panel questions
Each pack includes an outline and one sample page of this material. The full version is part of the Managed Broker Tender.
Get my own scoreSee the packages
Example only. Harbourline is made up. This report is about broker arrangements and tender process. It is not insurance advice and does not recommend any insurer, policy or level of cover.